Komori
Obayashi (1802) · InitiativeAdvanced

Order Intake Strategy Focused on Profitability and Appropriate Price Pass-Through

First written in FY2024. 3 of 4 entries say "Advanced", first in FY2026-H1. Latest entry: 2026-08-07.

4entries
3years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2024AdvancedFY2026-H1 – 2026-08-072024: 120242025: 120252026: 22026
Same theme, other companies

The whole theme swung hardest in 2019: 1 of 9 companies on the "Worse" side.

8 other companies' latest entry also says "Advanced".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 18 companies compared. The sentences above are computed from all 18.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-07AdvancedEarnings

    「Operating profit increased by ¥16.9 billion, or 107.0%, year on year to ¥32.7 billion, mainly because most of the projects for which provisions for losses on construction contracts had been recorded in the domestic building business were substantially completed, the contribution from highly profitable projects increased, and properties for sale were sold in the real estate business.」

    The increased contribution from highly profitable projects was cited as a factor behind the increase in operating profit, including in the domestic building business.
  2. FY2026AdvancedAnnual report

    「国内建築事業における追加・変更工事獲得や採算性の良い案件の寄与度の高まり」

    施工キャパシティに見合った受注を行いながら、追加・変更工事の獲得と採算性の良い案件の寄与度を高め、国内建築事業の営業利益を1,040億円へ改善した。
  3. FY2026-H1AdvancedAnnual report

    「売上高は国内建築事業における前年同期の大型案件進捗の反動や施工キャパシティに見合った計画的な受注活動を行ったことなどにより、前年同期比615億円(5.0%)減の1兆1,612億円となった。損益の面では、国内建築事業における追加変更工事獲得や採算性の良い案件の寄与度の高まり」

    施工キャパシティに見合った計画的受注を行いながら、追加変更工事の獲得や採算性の良い案件の寄与度を高めることで、売上高の減少下でも収益性を改善した実績が示された。
  4. FY2024First statedAnnual report

    「同時に、生産性の向上や新技術によるコストダウンに注力するとともに採算性を重視した受注戦略に取り組み一定の成果が上がってきたこと、社会全体で適正な価格転嫁への動きが進んでいることなどを踏まえ」

    計画補足において、生産性向上・新技術によるコストダウンと、採算性を重視した受注戦略を収益性改善の手段として明示した。
Moved together

"Losses on Large-Scale Projects in the Domestic Building Construction Business" moved the same way as this thread, in the same document, in 3 of its 4 moves.

3222★1234
  1. ★This thread
  2. 1Losses on Large-Scale Projects in the Domestic Building Construction Business3×
  3. 2Group Management Leveraging Technical and Financial Strength2×
  4. 3Focus on Growth Markets and High-Value-Added Services2×
  5. 4Assessing the Economic Rationale for Strategic Shareholdings and Their Sale2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Obayashi yet. It last moved in the Earnings of 2026-08-07: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.